March 2023
The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was signed into law on Dec. 26, 2022, as part of the Consolidated Appropriations Act, of 2023.  SECURE Act 2.0 (“Act”) made significant changes to the rules for individual retirement accounts (IRAs) and employer plans.  Most written summaries of the Act focus on the […]
C3 Financial Partners
March 2023
The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was signed into law on Dec. 26, 2022, as...
February 2023
At first glance, based upon cost, it is easy to understand why someone considering life insurance would be most interested...
January 2023
Over the past decade, a common method to fund permanent life insurance was to finance the premiums and to take...
December 2022
In his hit song, “The Older I Get,” American singer and songwriter Alan Jackson sings that the older he...
November 2022
It is likely we will all need long-term care.  Someone turning age 65 today has a nearly 70% chance of...
October 2022
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